18th Annual International Estate Planning Institute | Hybrid
PLEASE NOTE: AS OF MARCH 22, THE IN-PERSON FORMAT IS SOLD OUT! DUE TO SPACE LIMITATIONS, NO WALK-INS WILL BE ADMITTED ON THE DAY OF THE PROGRAM.
THE VIRTUAL OPTION IS STILL AVAILABLE.
The New York State Bar Association and STEP NY are pleased to present the 18th Annual International Estate Planning Institute on Thursday-Friday, March 30-31, 2023. This two-day Institute is a much-anticipated annual event at which trust and estate practitioners, bankers, and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border planning with a U.S. component. This meeting will be presented in a hybrid format. You have the option to attend in person or virtually. You can select your preference during the registration process. Please note that the registration fee is the same, regardless of the format you choose. For those who will be attending the meeting in person, there will be plenty of networking time, permitting you to pose questions to the faculty, compare notes with fellow practitioners in the legal, banking and accounting fields and visit with sponsors. A luncheon on the first day of the Institute and an evening cocktail reception will afford attendees opportunities for networking and enjoying the company of your peers. This advanced-level program offers up to 11.5 MCLE Credits.
Distinguished speakers from around the globe will cover these topics:
DAY 1
- New Developments
- Sticky Probate – Cross-Border Administration
- LATAM Panel: Colombia, Brazil, & Chile
- Foreign Trusts – The Art of Onshoring: The Tax and Non-Tax Considerations When Domesticating a Foreign Trust
- U.S. – India Planning
- Charitable Planning
DAY 2
- Asset Protection
- Private Family Funds
- U.S. – Canada Planning
- Ethical Issues in International Estate Planning
Program Faculty
Co-Chairs
- Megan R. Worrell, J.P. Morgan Private Bank
- Dina Kapur Sanna, Day Pitney LLP
Speakers
- Bijal Ajinkya, Khaitan & Co.
- Andrew S. Auchincloss, Schlesinger Lazetera & Auchincloss LLP
- Leigh-Alexandra Basha, McDermott Will & Emery LLP
- Simon P. Beck, Baker & McKenzie LLP
- Rodrigo Castillo-Cottin, Rimon Law
- Marcel Imery, JTC Group
- Jaime del Valle, Fuensalida & del Valle
- Carly Doshi, J.P. Morgan
- Glenn G. Fox, Baker & McKenzie LLP
- Michael M. Gordon, Gordon, Fournaris & Mammarella, P.A.
- Eileen Heisman, National Philanthropic Trust
- Sarah B. Jacobson, Day Pitney LLP
- Max Kremer, Arendt & Medernach SA
- Alan Milgate, Rawlinson & Hunter LLP
- Alana Petraske, Withersworldwide
- Carolyn A. Reers, Wiggin and Dana LLP
- Humberto Sanches, Humberto Sanches e Associados
- Suzanne L. Shier, Levenfeld Pearlstein, LLC
- Rahul Sharma, Fasken
- Karen Tan, J.P. Morgan Private Bank
New venue in 2023!
@Ease, 605 Third Ave.. New York, NY
Thursday, March 30 – Friday, March 31, 2023
Day 1: 8:30 a.m. – 5:15 p.m. (Luncheon and Evening Reception on Day 1)
Day 2: 8:30 a.m. – 12:20 p.m.
Registration Fees (as of December 1, 2022) – In person or Virtual (PLEASE NOTE: as of March 22, the In-Person format is SOLD OUT! Due to space limitations, no walk-ins will be admitted on the day of program. The Virtual option is still available.)
- NYSBA Section Member: Trusts & Estates Law or International Sections: $1,650
- NYSBA Members: $1,795 | Non-Members: $2,195
- STEP Members $1,795
Early Bird Pricing ended November 30, 2022 (In person only at this time)
- NYSBA Section Member: Trusts & Estates Law or International Sections: $1,595
- NYSBA Member: $1,695 | Non-Member: $1,995
- STEP Member: $1,695
MCLE Credits:
*11.5 MCLE Credits (10.5 Areas of Professional Practice, 1.0 Ethics)
This course also provides CPE credits for NY and NJ CPAs.
*This advanced-level non-transitional course has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than 24 months).
Please Note
- CLE seminar coupons and complimentary passes cannot be used for this program.
- This program is not included as part of the All Access Pass package.
- You must be vaccinated for COVID-19 to attend a live NYSBA meeting, program, or event.
Cancellation Policy
- Cancellations received more than 10 days from the scheduled event date 100% refund
- Cancellations received between 1-10 days from the scheduled event date 50% refund
- Cancellations received day of or after the scheduled event date No refund
For sponsorship information, please email Marina Cristiani at [email protected]
Thank you to our Sponsors!
Gold Sponsor
Silver Sponsors
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Exhibitors
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Speakers' Dinner Sponsor
- March 30, 2023
- March 31, 2023
- 8:30 AM
- 1:00 PM
- 10.5
- 1.0
- 11.5
- New York City
- Virtual Participation
- @Ease 605
605 Third Avenue 7th Floor
New York, NY
Thursday, March 30
6:00 a.m.
Exhibitors – South Gallery
7:45 a.m. – 8:30 a.m.
Registration – Outside Oasis South
7:45 a.m. – 8:45 a.m.
Hot Buffet Breakfast – South Gallery
8:30 a.m. – 8:40 a.m.
Welcome/Introduction/Announcements – Oasis Assembly
8:40 a.m. – 9:30 a.m.
1. New Developments
Get an update on the pressing issues affecting our practices today!
Speakers:
Leigh-Alexandra Basha, Partner, McDermott Will & Emery LLP, Washington, DC
Carolyn A. Reers, Partner, Wiggin and Dana LLP, New York, NY
1.0 Credit in Areas of Professional Practice
9:30 a.m. – 10:20 a.m.
2. Sticky Probate – Cross-Border Administration
How do you deal with the inevitable issues that arise in international estate planning? Ancillary probate, the need for local executors, translating documents, and choice of law are just a few of the topics that you will hear about in our “Sticky Probate” session.
Moderator:
Dina Kapur Sanna, Partner, Day Pitney LLP, New York, NY
Speakers:
Suzanne L. Shier, Of Counsel, Levenfeld Pearlstein, Chicago, IL
Andrew S. Auchincloss, Partner, Schlesinger Lazertera & Auchincloss LLP, New York, NY
1.0 Credit in Areas of Professional Practice
10:20 a.m. – 10:45 a.m.
Break – South Gallery
10:45 a.m. – 12:00 p.m.
3. LATAM Panel – Colombia, Brazil, & Chile
Working with families in Latin America always keeps us on our toes! Learn about recent and potential changes in the region with our panel covering Colombia, Brazil, and Chile.
Moderator:
Marcel Imery, Director, JTC Group, New York, NY
Speakers:
Rodrigo Castillo-Cottin, Rimon Law, Bogotá, Columbia
Humberto Sanches, Partner, Humberto Sanches & Associates, São Paulo, Brazil
Jaime del Valle, Partner, Fuensalida & del Valle, Santiago, Chile
1.5 Credits in Areas of Professional Practice
12:00 p.m. – 1:30 p.m.
Hot Lunch Buffet – South Gallery
1:30 p.m. – 2:45 p.m.
4. Foreign Trusts – The Art of Onshoring: The Tax and Non-Tax Considerations When Domesticating a Foreign Trust
When the settlor of a foreign trust dies, it is often a race against the clock when U.S. beneficiaries are in the mix. Various entity and trust level elections must be considered, the portfolio examined, a receptacle trust drafted, and indemnities negotiated.
Speakers:
Dina Kapur Sanna, Partner, Day Pitney LLP, New York, NY
Sarah B. Jacobson, Partner, Day Pitney LLP, Miami, FL
1.5 Credits in Areas of Professional Practice
2:45 p.m. – 3:35 p.m.
5. U.S. – India Planning
India is an important partner of the U.S., and connectivity between the two countries continues to grow. As international planners, we need to be aware of the main issues affecting Indian succession planning as well as the challenges and solutions for families with a footprint in both countries.
Speaker:
Bijal Ajinkya, Partner, Khaitan & Co., Mumbai, India
1.0 Credit in Areas of Professional Practice
3:35 p.m. – 4:00 p.m.
Break – South Gallery
4:00 p.m. – 5:15 p.m.
6. Purposeful Giving in an International Landscape
While tax law is by definition jurisdiction-based, individual philanthropists increasingly operate as global citizens with wide-ranging and often border-less philanthropic interests. Given these complexities, charitable families increasingly require the assistance of competent professionals to help them achieve maximum impact. The speakers in this fireside chat will focus on real donor stories and tangible application of governing law, giving best practices, and individual charitable intent.
Moderator:
Carly Doshi, Managing Director, J.P. Morgan Private Bank, New York, NY
Speakers:
Alana Petraske, Partner, Withersworldwide, New York, NY
Eileen Heisman, CEO, National Philanthropic Trust, Jenkintown, PA
1.5 Credits in Areas of Professional Practice
5:15 p.m. – 7:00 p.m.
Wrap Up – Followed by Cocktail Reception – North/South Gallery & South Terrace
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Friday, March 31
7:00 a.m.
Exhibitors – South Gallery
7:45 a.m. – 8:45 a.m.
Registration – Outside Oasis South
7:45 a.m. – 8:35 a.m.
Continental Breakfast Buffet – South Gallery
8:35 a.m. – 9:25 a.m.
7. Asset Protection – Oasis Assembly
How do families think about asset protection, both onshore and offshore? Get an update on current planning trends, concerns about sanctions and litigation impacting this area of the law.
Speaker:
Michael M. Gordon, Partner, Gordon, Fournaris & Mammarella, P.A., Wilmington, DE
1.0 Credit in Areas of Professional Practice
9:25 a.m. – 10:15 a.m.
8. Private Family Funds
How do global families use private family funds in succession planning, family governance, co-investment, and to provide liquidity? Learn from our experts in Asia, Europe, and the Caribbean.
Speakers:
Karen Tan, Managing Director, J.P. Morgan Private Bank, Singapore
Max Kremer, Partner, Arendt & Medenach SA, Luxembourg
Alan Milgate, Senior Partner, Rawlinson & Hunter LLP, Cayman Islands
1.0 Credit in Areas of Professional Practice
10:15 a.m. – 10:35 a.m.
Break – South Gallery
10:35 a.m. – 11:25 a.m.
9. U.S. – Canada Planning
The U.S. and Canada – Close neighbors with conflicting tax and succession rules! Come learn the foundation of U.S. – Canada cross-border planning and current issues in the region.
Speaker:
Rahul Sharma, Partner, Fasken, Toronto, Canada
1.0 Credit in Areas of Professional Practice
11:25 a.m. – 12:15 p.m.
10. Ethical Issues in International Estate Planning
Ethical issues – onshore and offshore – are a constant concern for practitioners. This session will provide an update on rules affecting attorney-client privilege, communication and disclosure, and other thorny issues that come up with an international estate planning practice.
Speakers:
Glenn G. Fox, Partner, Baker & McKenzie LLP, New York, NY
Simon P. Beck, Partner, Baker & McKenzie LLP, New York, NY
1.0 Credit in Ethics
12:25 p.m. – 12:30 p.m.
Wrap Up
- Megan R. Worrell, Program Chair, JPMorgan Private Bank
- Dina Kapur Sanna, Speaker;Program Chair, Day Pitney LLP
- Bijal Ajinkya, Speaker, Khaitan & Co.
- Andrew S. Auchincloss, Speaker, Schlesinger Lazetera & Auchincloss LLP
- Leigh-Alexandra Basha, Speaker, McDermott Will & Emery LLP
- Simon P. Beck, Speaker, Baker & McKenzie LLP
- Rodrigo Castillo Cottin, Speaker, Rimon Law
- Marcel Imery, Speaker, JTC
- Jaime del Valle, Speaker, Fuensalida & del Valle
- Carly Doshi, Speaker, J.P. Morgan
- Glenn G. Fox, Speaker, Baker & McKenzie LLP
- Michael M. Gordon, Speaker, Gordon, Fournaris & Mammarella, P.A.
- Eileen Heisman, Speaker, National Philanthropic Trust
- Sarah B. Jacobson, Speaker, Day Pitney LLP
- Max Kremer, Speaker, Arendt & Medernach SA
- Alan Milgate, Speaker, Rawlinson & Hunter
- Alana Petraske, Speaker, Withersworldwide
- Carolyn A. Reers, Speaker, Wiggin and Dana LLP
- Humberto Sanches, Speaker, Humberto Sanches e Associados
- Suzanne L. Shier, Speaker, Levenfeld Pearlstein, LLC
- Rahul Sharma, Speaker, Fasken
- Karen Tan, Speaker, JP Morgan Private Bank
- Hybrid
- 0MM24
- Trusts & Estates Law Section
- International Section
- Committee on Continuing Legal Education
